Portfolio changes · featured 13Fs

Activity

Moves in TWST across featured managers — New / Exit / Add / Reduce.

ticker TWST holders clear

4 managers with a move of ~141 featured filed through 14 Aug 4 shown managers newest 13Fs

Activity·TWST · 14d · all sizes

4 shown

TWST moves

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 3
TWST	Exit	Stanley Druckenmiller - Duquesne Family Office	−0.29 pp	was 0.3%	Q1→Q2
TWST	Add	Farallon Capital Management	+0.63 pp	+49.6% sh	Q1→Q2
TWST	Reduce	Cathie Wood - Ark Investment Management	+0.70 pp	−28.3% sh	Q1→Q2
4 Aug 1
TWST	Add	Polen Capital Management	+0.04 pp	+130.1% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.